Category: Monthly Review

#TEAMS365 #1859 – Start of Month Planning and Stocktaking!

2/1/2019

It’s the beginning of another month here at the Teams365 blog. This month I’ll be focusing on wrapping up the 19 for 2019 Productivity Tips, as well as focusing on the topic of team development, relationships and collaboration.
It’s the start of a new month and also time to take stock of what you accomplished in January and also what you have planned for February. Yesterday I hosted a month end review and planning session. As a monthly event, I am always amazed at how much gets done in any given month, and how valuable it is to take time to do some planning to reflect on lessons learned and take time to plan and focus for the new month.

Reflecting on the month of January:

What were my major achievements this month?
What do I want to celebrate?
As I consider my goals (and resolutions) I made at the start of the year, how am I doing with these on a scale of 1-10? Which ones are becoming new habits or something I can check off?
Which goals need to be let go of or changed?
What habits have supported me this month?
As a leader, what have I noticed about my team this month?
As a leader, what notes should I make about performance issues? (if I haven't done it already!)
The thing that has helped me be most productive this month has been ______.
The thing that has helped me be most successful this month has been ______.
The thing that has helped me be happiest this month has been ________.
The thing that has helped me be most healthy has been _______.
What have I noticed about my work/productivity/results and/or relationships during the winter months (if you are in the northern hemisphere) or summer (if you are in the southern hemisphere)?
How am I doing with my theme of the year (how I am living it, embodying it)?

Here are some questions you will want to consider as you step into the new month - Looking ahead to February:

The project I want to get started is…
The project I most want to wrap up is...
I want to leave ______ in the month of January.
My priorities are:
Our team priorities are:
My goals are:
My teams goals are:
I want to......
I'll be really happy at the end of February when….

What else is important to note before you move ahead with the new month?

Enjoy your reflections!
Jennifer

Jennifer Britton – Potentials Realized
Leadership | Teamwork | Business Success
Author of multiple books including Effective Virtual Conversations (2017), Coaching Business Builder (2018) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder
Now available – PlanDoTrack Workbook and Planner - Order a copy today on Amazon

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#TEAMS365 #1734 – Month End Reflection

9/30/2018

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It’s hard to believe that another month has gone by. Here we are at the end of September and it’s time to do our monthly stock taking and reflection.
If you do track your monthly goals and metrics, today is the day to do this!
Take note of these questions:

As you reflect on September, what have been your successes and accomplishments?
As you reflect on the last quarter, what have been your successes and accomplishments?
What are you most proud of?
What successes this month do you want to duplicate?
What top 3 learning have you head that you want to carry forward?
What key relationships have helped you so far this year? Which ones need more attention?
What has helped your successes?
What has hindered or gotten in the way?
What does your team need to be acknowledged for?

As you look to October, consider these questions:
What are your key priorities for October?
What are the key goals?
What are the major priorities?
What will you need to place attention on?
What changes do you want to make in October or this quarter?
What habits do you want to leverage?
When will you check in to explore your progress, and make changes?
What resources do you want to tap into?
Who can help you be successful this month?

This month also is the start to a new quarter. Grab a few more minutes to think about, and NOTE (yes – write it down).

What are your top 5 priorities for this quarter?
What will “wild success” look like at the end of the quarter in each of these priority areas?
What, and who, do you need to complete these priority areas?
What do you need to say NO to, in order to focus on the priorities?
What else is important to note about this quarter?

If you have a copy of the Coaching Biz Builder Workbook and Planner it’s time to complete a new quarterly planning section. Join me for a quarterly planning hack!

Enjoy your reflection!

Coming up – October and a focus on Teamwork Skills.

Best,
Jennifer

Jennifer Britton
Potentials Realized | Effective Virtual Conversations | Coaching Team Leaders
We provide team and leadership development support through coaching, consulting and training services
Author of several books including the 2018 Coaching Business Builder Workbook and Planner & Effective Virtual Conversations (2017)
Email: info@potentialsrealized.com
(416)996-8326

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#TEAMS365 #1673 – Month End Reflections and Planning for August

7/31/2018

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Where did July go? Here we are at the end of the month and it’s time for another month end stock taking a reflection.

Here are some questions to consider:
1. As you reflect on July, what have been your successes and accomplishments?
2. What tasks earmarked for the second half of 2018 have you been able to take action on?
3. What are you most proud of?
4. What successes this month do you want to duplicate? What has been some of your key learnings?
5. What key relationships have helped you so far this year? Which ones need more attention?
6 What has helped your successes? What has hindered?
7. What does your team need to be acknowledged for?

As you look to August, consider these questions:
1. What are your key priorities for August?
2. What are the key goals?
3. What are the major priorities?
4. What will you need to place attention on?
5. What changes do you want to make in August?
6. What resources do you want to tap into?
7. What will you do to renew next month?
8. What are the things which will allow you to step into flow in August?

I hope that you enjoy your reflections! If you are a coach and you have pre-ordered a copy of the Coaching Business Builder Workbook and Planner, you may want to take some notes on these questions using your July or August monthly planning pages, found towards the back of the planner. Be sure to pick up a copy of the CBB Planner and Workbook at Amazon. Enjoy!

Best wishes,
Jennifer

Jennifer Britton
Potentials Realized | Effective Virtual Conversations | Coaching Team Leaders
We provide team and leadership development support through coaching, consulting and training services
Author of Effective Virtual Conversations (2017)
Email: info@potentialsrealized.com
(416)996-8326

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#TEAMS365 #1645 – Virtual and Remote Team Pulse Check

7/3/2018

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It’s the start of a new month and this month we’ll be lasering into more team development processes. Whether you are a virtual and remote team, or an intact team rubbing shoulder to shoulder, teams excel when they are able to focus on both enhancing their RESULTS and boosting their RELATIONSHIPS. If this is your first time to the Teams365 blog, welcome! Do check out past posts I’ve written over the years on Team Development.

Today’s post zooms into the area of a pulse check for virtual and remote teams. While this can apply to all teams, there are some specifics for virtual and remote teams here.

Questions to consider as a virtual team:
As we look across the team:

What have been our major successes this year?
What’s been working well?
What systems have helped us do our best work?
What has helped us keep aligned?
What information have team members benefited from?
What communication strategies are keeping us updated?
What ways are we supporting each other – through skills, sharing of information etc?
Who else needs to be looped in?

On a scale of 1-10, how would we rate our focus on results?

What’s working?
What’s not?

On a scale of 1-10, how would we rate our focus on relationships?
What’s working?
What’s not?

What is needed to do your best work going forwards?

Have a great week!
Jennifer

Jennifer Britton
Potentials Realized | Effective Virtual Conversations | Coaching Team Leaders
We provide team and leadership development support through coaching, consulting and training services
Author of Effective Virtual Conversations (2017)
Email: info@potentialsrealized.com
(416)996-8326

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#Teams365 #1613: Month End Reflection and June Planning

6/1/2018

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It's the start of a new month and time for some month-end reflection and June planning. If you haven't been with us on past months, here are some questions you will want to consider and potentially journal on:

Here are some questions to consider:
1. As you reflect on May, what have been your successes and accomplishments?
2 What are you most proud of?
3. What successes this month do you want to duplicate? What has been some of your key learning?
4. What key relationships have helped you so far this year? Which ones need more attention?
5 What has helped your successes? What has hindered?
6. What does your team need to be acknowledged for?

As you look to June, consider these questions:
1. What are your key priorities for June?
2. What are the key goals?
3. What are the major priorities?
4. What will you need to place attention on?
5. What changes do you want to make in June?
6. What resources do you want to tap into?
7. By the end of the month, which will be the middle of the year, what do you want to make sure you have completed?

Enjoy and have a great June!

This month we'll be exploring more around teamwork and complexity, along with coaching skills and better conversations.

Warm wishes,
Jennifer

Jennifer Britton
Potentials Realized | Coaching Team Leaders
Team and Leadership Development | Coaching | Retreats.
Author of From One to Many: Best Practices for Team and Group Coaching (Jossey-Bass, 2013) and Effective Group Coaching (Wiley, 2009)
Follow us on Twitter @Teams365
Phone: (416)996-8326

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Teams365 Blog

#TEAMS365 #1859 – Start of Month Planning and Stocktaking!

#TEAMS365 #1734 – Month End Reflection

#TEAMS365 #1673 – Month End Reflections and Planning for August

#TEAMS365 #1645 – Virtual and Remote Team Pulse Check

#Teams365 #1613: Month End Reflection and June Planning

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